Nicolet Advisory Services’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
28,508
+3,618
| +15% | +$34.5K | 0.02% | 330 |
|
|
2025
Q1 | $262K | Buy |
24,890
+9,934
| +66% | +$104K | 0.03% | 311 |
|
|
2024
Q4 | $159K | Sell |
14,956
-9,875
| -40% | -$105K | 0.01% | 371 |
|
|
2024
Q3 | $273K | Buy |
24,831
+1,531
| +7% | +$16.8K | 0.03% | 308 |
|
|
2024
Q2 | $323K | Buy |
23,300
+8,982
| +63% | +$125K | 0.03% | 264 |
|
|
2024
Q1 | $265K | Buy |
+14,318
| New | +$265K | 0.03% | 292 |
|